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T Rowe Price
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Overview Fund Activity

1,017 hedge funds and large institutions have $18.9B invested in T Rowe Price in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 378 increasing their positions, 361 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+20
Holders Change %
+2.01%
% of All Funds
16.41%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.23%
New
125
Increased
378
Reduced
361
Closed
86
Calls
$194M
Puts
$164M
Net Calls
+$30.4M
Net Calls Change
+$36.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$387M
2
Victory Capital Management
Victory Capital Management
Texas
+$205M
3
State Street
State Street
Massachusetts
+$71.9M
4
WP
WMS Partners
Maryland
+$50.2M
5
Charles Schwab
Charles Schwab
California
+$49.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$244M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$154M
3
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$136M
4
Capital World Investors
Capital World Investors
California
-$128M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
626
Essex Savings Bank
Connecticut
$507K – – –
HT
627
Heritage Trust
Oklahoma
$500K +$1.09K +10 +0.2%
IAIM
628
International Assets Investment Management
Florida
$496K +$496K +4,545 New
GIA
629
Gladstone Institutional Advisory
Florida
$495K -$11K -101 -2%
HWM
630
HB Wealth Management
Georgia
$493K +$32.3K +296 +7%
CW
631
CreativeOne Wealth
Kansas
$484K -$277K -2,542 -36%
CA
632
Claro Advisors
Massachusetts
$484K +$134K +1,228 +38%
SSB
633
Sandy Spring Bank
Maryland
$481K -$15.8K -145 -3%
Bank Julius Baer & Co
634
Bank Julius Baer & Co
Switzerland
$480K -$36.2K -332 -7%
WS
635
Wedbush Securities
California
$480K +$56.8K +520 +13%
UAML
636
US Asset Management LLC
Pennsylvania
$471K +$471K +4,322 New
ECA
637
Elevated Capital Advisors
Utah
$471K +$471K +4,315 New
HH
638
Hilltop Holdings
Texas
$461K +$11.6K +106 +3%
PA
639
Parallel Advisors
California
$453K -$13.2K -121 -3%
SP
640
Symmetry Partners
Connecticut
$452K – – –
EWA
641
Etesian Wealth Advisors
Oregon
$451K +$451K +4,138 New
PAMG
642
Patton Albertson Miller Group
Tennessee
$449K -$46.9K -430 -9%
MAS
643
Meeder Advisory Services
Ohio
$445K +$445K +4,082 New
SS
644
Simplicity Solutions
Minnesota
$443K +$24K +220 +6%
CHC
645
City Holding Co
West Virginia
$439K +$44.4K +407 +11%
TFS
646
Thoroughbred Financial Services
Tennessee
$438K +$29.4K +270 +7%
AIM
647
Aquila Investment Management
New York
$436K +$436K +4,000 New
PIP
648
Peachtree Investment Partners
Florida
$433K -$2.73K -25 -0.6%
BCA
649
Bay Colony Advisors
Massachusetts
$430K +$5.02K +46 +1%
WSFS
650
Wilmington Savings Fund Society
Delaware
$430K – – –
24 25
26
27 28